Investment Themes
To get out of the information tsunami to which we are subjected on a daily basis, brands must make relevant and differentiating value propositions. Few brands manage to achieve the feat of being permanently ingrained in our collective mind. The secret of a strong brand lies above all in the clarity of the message sent to the consumer who will associate unique values with the brand. It is by claiming a sufficiently visible asperity (a color code, a signature, a unique benefit, etc.) that a brand can emerge and hold our attention in the hubbub of the market. An iconic brand combines strong awareness with clear, precise and differentiating content. Awareness is the amount of presence in the mind of a brand and measures a recognition rate. Content, on the other hand, refers to the brand's message and territory. In other words, a brand must have something to say and to propose (the famous brand promise) and it must make it known by talking about it. The brands selected here combine a unique and high value proposition while telling a story that makes sense to its customers. A strong brand is an intangible asset that constitutes a moat (or sustainable competitive advantage). Companies with a sustainable competitive advantage are often much more profitable over time because they capitalize on their advantages at lower cost, making their business more efficient. The stocks of these companies tend to outperform their respective markets. This is why the MarketScreener team has created this thematic list of companies with strong brands. We used several parameters to measure brand strength such as international brand awareness, consumer confidence in the brand promise, consumer commitment to carrying, relaying and representing its content, brand awareness and image, and brand market value. This list only includes the top 100 companies with strong brands that meet qualitative investment criteria related to their fundamentals.
Our selection
| Technology | Other Phones & Handheld Devices | 1,175B | +138.12% | ||
| Technology | Search Engines | 4,836B | +24.90% | ||
| Technology | Integrated Circuits | 1,895B | +44.19% | ||
| Technology | Other Semiconductors | 5,228B | +18.07% | ||
| Technology | Other Semiconductor Equipment & Testing | 598B | +41.70% | ||
| Technology | Other Software | 3,084B | -15.17% | ||
| Technology | Internet Security & Transactions Services | 438B | -12.87% | ||
| Healthcare | Other Pharmaceuticals | 846B | -10.03% | ||
| Technology | Other Internet Services | 368B | -8.92% | ||
| Technology | Social Media & Networking | 1,547B | -9.18% | ||
| Technology | Phones & Smart Phones | 4,308B | +7.17% | ||
| Technology | Other Semiconductors | 742B | +116.85% | ||
| Technology | Application Software | 102B | -29.89% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 55.88B | -33.74% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,933B | +16.75% | ||
| Technology | Other Internet Services | 85.91B | -28.08% | ||
| Consumer Cyclical | Other Apparel & Accessories | 6.4B | +4.28% | ||
| Technology | Other Semiconductors | 262B | +69.87% | ||
| Industrials | Transaction & Payment Services | 601B | -7.78% | ||
| Technology | Other Electronic Equipment & Parts | 130B | +45.20% | ||
| Technology | Enterprise Software | 201B | -30.66% | ||
| Technology | Enterprise Software | 564B | -0.84% | ||
| Industrials | Other Professional Information Services | 40.48B | -33.94% | ||
| Technology | Other Internet Services | 83.98B | +1.81% | ||
| Consumer Non-Cyclical | Energy Drinks | 84.39B | +11.35% | ||
| Consumer Cyclical | Handbags & Luggage | 205B | -24.29% | ||
| Technology | Other Internet Services | 543B | -22.47% | ||
| Technology | E-commerce & Auction Services | 47.81B | +23.30% | ||
| Consumer Cyclical | Other Apparel & Accessories | 17.42B | -5.72% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 188B | -11.40% | ||
| Technology | Other IT Services & Consulting | 50.53B | -27.14% | ||
| Technology | Other Communications & Networking | 381B | +26.92% | ||
| Industrials | Other Aerospace & Defense | 310B | -2.50% | ||
| Technology | Cloud Computing Services | 149B | -33.29% | ||
| Consumer Cyclical | Other Footwear | 5.15B | +19.45% | ||
| Consumer Cyclical | Other Apparel & Accessories | 21.7B | -2.28% | ||
| Consumer Cyclical | Other Apparel & Accessories | 15.1B | -38.70% | ||
| Technology | Other Internet Services | 154B | -6.29% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 39.22B | +2.70% | ||
| Technology | Other IT Services & Consulting | 111B | -35.56% | ||
| Consumer Non-Cyclical | Distilleries | 253B | -1.15% | ||
| Consumer Cyclical | Automobiles & Multi Utility Vehicles | 60.1B | -11.80% | ||
| Healthcare | Other Pharmaceuticals | 533B | +6.57% | ||
| Industrials | Construction Machinery | 413B | +61.80% | ||
| Technology | Other IT Services & Consulting | 91.73B | -25.37% | ||
| Technology | Other IT Services & Consulting | 216B | -24.78% | ||
| Consumer Non-Cyclical | Other Food Processing | 37.72B | +3.09% | ||
| Industrials | Transaction & Payment Services | 40.02B | -22.80% | ||
| - | - | 29.45B | - | ||
| Industrials | Heavy Trucks | 71.39B | +9.56% | ||
| Technology | Other Household Electronics | 117B | -16.20% | ||
| Energy | Integrated Oil & Gas | 237B | +14.14% | ||
| Basic Materials | Other Specialty Chemicals | 23.06B | -8.64% | ||
| Consumer Cyclical | Quick Service Restaurants | 41.88B | -1.09% | ||
| Healthcare | Other Pharmaceuticals | 282B | -2.09% | ||
| Healthcare | Other Pharmaceuticals | 100B | +1.10% | ||
| Consumer Cyclical | Jewelry | 120B | -10.32% | ||
| Consumer Non-Cyclical | Other Brewers | 156B | +23.53% | ||
| Consumer Cyclical | Quick Service Restaurants | 41.68B | -13.64% | ||
| Industrials | Other Electrical Components & Equipment | 180B | +16.92% | ||
| Consumer Cyclical | Luxury Clothing | 12.57B | -20.84% | ||
| Energy | Integrated Oil & Gas | 190B | +38.35% | ||
| Energy | Other Oil & Gas Refining and Marketing | 599B | +23.86% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 26.3B | -6.15% | ||
| Consumer Cyclical | Quick Service Restaurants | 196B | -10.89% | ||
| Healthcare | Other Pharmaceuticals | 179B | +0.25% | ||
| Consumer Non-Cyclical | Other Tobacco | 266B | +12.32% | ||
| Healthcare | Other Pharmaceuticals | 278B | +3.74% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 228B | -3.55% | ||
| Technology | Other Software | 30.3B | -18.56% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 72.11B | +9.88% | ||
| Technology | Other Integrated Telecommunications Services | 239B | +5.51% | ||
| Consumer Cyclical | Other Apparel & Accessories | 276B | -29.92% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 93.13B | +13.09% | ||
| Consumer Non-Cyclical | Other Food Processing | 47.32B | -19.48% | ||
| Consumer Cyclical | Tire & Tube Manufacturers | 7.98B | +6.22% | ||
| Energy | Other Oil & Gas Refining and Marketing | 206B | -11.60% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 22.33B | +5.66% | ||
| Healthcare | Other Pharmaceuticals | 115B | +2.79% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 337B | +11.79% | ||
| - | - | 324B | - | ||
| Consumer Non-Cyclical | Other Personal Products | 341B | -0.43% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 74.74B | -10.53% | ||
| Technology | Other Integrated Telecommunications Services | 197B | +15.60% | ||
| Technology | Other Wireless Telecommunications Services | 175B | -0.34% | ||
| Industrials | Agricultural Machinery | 155B | +25.40% | ||
| Consumer Non-Cyclical | Other Personal Products | 70.06B | +9.22% | ||
| Financials | Consumer Credit Cards Services | 216B | -15.32% | ||
| Energy | Integrated Oil & Gas | 359B | +21.19% | ||
| Consumer Non-Cyclical | Carbonated Soft Drinks | 211B | +4.03% | ||
| Consumer Non-Cyclical | Sanitary Products | 32.63B | -4.85% | ||
| Technology | Other Integrated Telecommunications Services | 155B | -0.22% | ||
| Consumer Non-Cyclical | Other Food Processing | 18.51B | -27.74% | ||
| Consumer Non-Cyclical | Other Household Products | 11.14B | -11.25% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 25.61B | +12.50% | ||
| Healthcare | Glasses, Spectacles & Contact Lenses | 92.89B | -38.13% | ||
| Healthcare | Other Pharmaceuticals | 203B | -7.76% | ||
| Technology | Other Semiconductors | 231B | +37.97% | ||
| Consumer Cyclical | Quick Service Restaurants | 27.66B | +15.40% | ||
| Healthcare | Medical Prosthetics | 13.69B | -15.02% | ||
News of the components
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